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Colleen Kallas

Secretary at Sun Life Capital Management (U.S.)

Officer recordForm ADV filed 31 March 2026

Colleen Kallas is Secretary of Sun Life Capital Management (U.S.) LLC, a Wellesley Hills investment adviser.

Career

Colleen Kallas has been Secretary of Sun Life Capital Management (U.S.) since November 2017. Colleen Kallas is a control person of the firm and directly owns under 5% of it.

Sun Life Capital Management (U.S.) LLC is a Wellesley Hills, MA firm with $76.4B under management, 280 clients and 108 advisers across 5 offices, as of its March 2026 filing.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Colleen Kallas is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Colleen Kallas
CRD
6910605
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Colleen Kallas work?

Colleen Kallas has been Secretary of Sun Life Capital Management (U.S.) LLC since November 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Sun Life Capital Management (U.S.)

Sources

  1. IAPD individual lookup, CRD 6910605. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Sun Life Capital Management (U.S.) LLC, filed 31 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

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